MONEY MANAGERS, INC.

Overview

Money Managers, Inc. is an independent registered investment adviser organized as a corporation and owned by an individual. The firm registered with the SEC in 2025 and focuses on serving individual and family clients through fee-based advisory relationships that combine percentage-of-AUM and fixed-fee arrangements. Its core advisory offerings include financial planning, portfolio management for individuals and small businesses, and pension consulting services. Money Managers, Inc. is not positioned as a capital allocator or multi-state adviser, and it does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices